Creating your family legacy

Why a holistic approach?

Then you have the estate planning portion, which includes things like trusts, philanthropic goals, life insurance, and long-term care.

And finally, there's the personal side of wealth, which includes communicating values, establishing governance, and understanding family dynamics.

All of these are important pieces of an overall wealth plan. And when you look at them as a whole, you realize that any change to one of them has consequences for the rest.

You can think of it like a Rubik's Cube: When you move one side of the cube, you affect the rest of the puzzle. In the same way, making a minor change to an estate plan could have ramifications for investments.

Empowerment through planning

Research conducted by the Institute for Preparing Heirs has shown that fewer than a third of families who inherit significant wealth are able to sustain it. But if you employ a holistic philosophy like Family Matters, we believe your family will be positioned for success.

Achieve your philanthropic goals

The Vanguard Charitable Endowment Program (“Vanguard Charitable”) is an independent public charity founded by The Vanguard Group, Inc. (“Vanguard”) in 1997. Although Vanguard provides certain investment management and administrative services to Vanguard Charitable pursuant to a service agreement, Vanguard Charitable is not a program or activity of Vanguard. A majority of Vanguard Charitable's trustees are independent of Vanguard.